Reviews written by jamesh713

17 results - showing 1 - 17  
 
 
Year End Income Tax Planning
Webinars
jamesh713jamesh713   September 06, 2012
(Updated: September 06, 2012)
4.0
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Understanding The 3.8% Excise Tax
Webinars
jamesh713jamesh713   August 02, 2012
(Updated: August 02, 2012)
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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
jamesh713jamesh713   July 05, 2012
(Updated: July 05, 2012)
4.0
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Where Has The Financial Advice Profession Gone Wrong?
Webinars
jamesh713jamesh713   June 28, 2012
(Updated: June 28, 2012)
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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning
Webinars
jamesh713jamesh713   June 14, 2012
(Updated: June 14, 2012)
3.0
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Taxation Of Securities Transactions
Webinars
jamesh713jamesh713   May 10, 2012
(Updated: May 10, 2012)
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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
jamesh713jamesh713   March 08, 2012
(Updated: March 08, 2012)
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Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly
Webinars
jamesh713jamesh713   February 23, 2012
(Updated: February 23, 2012)
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Assessing Major Risks To Retirement Plans
Webinars
jamesh713jamesh713   February 09, 2012
(Updated: February 09, 2012)
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Income & Estate Tax Strategies For The Year
Webinars
jamesh713jamesh713   February 02, 2012
(Updated: February 02, 2012)
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Very good informaiton.

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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
Webinars
jamesh713jamesh713   January 12, 2012
(Updated: January 12, 2012)
3.0
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Monitoring And Managing Retirement Income Portfolios Professionally
Webinars
jamesh713jamesh713   November 17, 2011
(Updated: November 17, 2011)
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Integrating Your Document Management System With Your Client Portal
Webinars
jamesh713jamesh713   June 22, 2011
(Updated: June 22, 2011)
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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
jamesh713jamesh713   July 16, 2009
(Updated: July 16, 2009)
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17 results - showing 1 - 17